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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1151
Financial Management Professionals
Texas
$12K +$80 +2 +0.7%
SFA
1152
Stewardship Financial Advisors
Georgia
$11K -$11.4K -285 -50%
M
1153
MOTCO
Texas
$11K
BRC
1154
Bell Rock Capital
Delaware
$11K +$160 +4 +1%
SIS
1155
Sound Income Strategies
Florida
$11K +$11.2K +279 New
APSP
1156
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
MFC
1157
Miramar Fiduciary Corp
Nevada
$10K +$10.3K +256 New
ONST
1158
Old North State Trust
North Carolina
$10K +$10.4K +260 New
LFG
1159
LifePlan Financial Group
Ohio
$9K
MRCM
1160
M&R Capital Management
New Jersey
$9K
SFG
1161
SevenBridge Financial Group
Pennsylvania
$9K
GT
1162
Glenmede Trust
Pennsylvania
$8.1K -$493K -12,312 -6%
IWMA
1163
Ironwood Wealth Management (Arizona)
Arizona
$8K
MFT
1164
Moisand Fitzgerald Tamayo
Florida
$8K
RCA
1165
Rowland Carmichael Advisors
Arizona
$8K
LB
1166
Legacy Bridge
Iowa
$8K +$8.41K +210 New
BFC
1167
Bedel Financial Consulting
Indiana
$7K +$6.85K +171 New
1NWS
1168
1 North Wealth Services
Maryland
$7K +$6.89K +172 New
CBT
1169
Central Bank & Trust
Kentucky
$6K +$6.01K +150 New
SIAG
1170
Signet Investment Advisory Group
Rhode Island
$6K +$6.33K +158 New
NA
1171
NewEdge Advisors
Louisiana
$5.5K -$1.24M -31,018 -18%
DWM
1172
Destination Wealth Management
California
$5K -$30.1K -752 -86%
SHJ
1173
Sharkey, Howes & Javer
Colorado
$5K -$17.8K -445 -76%
FCB
1174
First Command Bank
Texas
$5K
FCFS
1175
First Command Financial Services
Texas
$5K

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.